Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Primerica, Inc.PRI · Entity 3587 | Executive VP and CFO | November 30, 2023 | December 02, 2023 |
| REGIONS FINANCIAL CORPRF · Entity 3186 | Director | May 11, 2026 | May 13, 2026 |
| REINSURANCE GROUP OF AMERICA INCRGA · Entity 2716 | Director | May 20, 2026 | May 22, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Primerica, Inc.
Report date November 30, 2023 · Filed December 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,443.64 |
Reported balance
After 2023-11-30 transaction · row 1
1 source rowRow 1 · 2023-11-30 · Sale · Disposed 3,000 · Balance 6,443.64 F1: The price reported in Column 4 is an average price. These shares were sold in multiple transactions at prices ranging from $207.70 to $211.83. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is an average price. These shares were sold in multiple transactions at prices ranging from $207.70 to $211.83.
REGIONS FINANCIAL CORP
Report date May 11, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 20,686.2229 |
Reported balance
After 2026-05-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-11 · Grant · Acquired 5,404 · Balance 20,686.2229 F1: Each restricted stock unit represents a contingent right to receive one share of common stock. F2: The restricted stock units vest on the date of the 2027 Annual Meeting of Shareholders, subject to a service requirement, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan. F3: Includes quarterly cash dividends that have been reinvested in restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of common stock.
F2: The restricted stock units vest on the date of the 2027 Annual Meeting of Shareholders, subject to a service requirement, and will be settled in shares of common stock upon the reporting person's termination of service as a director in accordance with the reporting person's irrevocable deferral election under the Regions Financial Corporation Directors' Deferred Restricted Stock Unit Plan.
F3: Includes quarterly cash dividends that have been reinvested in restricted stock units.
REINSURANCE GROUP OF AMERICA INC
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 817 |
Reported balance
After 2026-05-20 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 817 · Balance 817 F1: The phantom stock units convert 1 for 1 to common stock, based on fair market value. F2: Acquired pursuant to deferral of annual stock grant (817 shares) to independent directors for services performed as a director. F3: Director can elect to receive payment (1) upon retirement or (2) after a five or seven year deferral period. F4: Distributable upon director's retirement from the Board in accordance with distribution elections. |
Filing footnotes · ownership attribution and instrument terms
F1: The phantom stock units convert 1 for 1 to common stock, based on fair market value.
F2: Acquired pursuant to deferral of annual stock grant (817 shares) to independent directors for services performed as a director.
F3: Director can elect to receive payment (1) upon retirement or (2) after a five or seven year deferral period.
F4: Distributable upon director's retirement from the Board in accordance with distribution elections.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Warburg Pincus Capital Corp I-A
Report date March 10, 2023 · Filed March 14, 2023
Section 16 reporting ended · disclosed 2023-03-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-03-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-03-10 · Disposition to issuer · Disposed 35,000 · Balance 0 F1: The Class B ordinary shares would have automatically converted into Class A ordinary shares of the Issuer at the time of the issuer's initial business combination, on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date. F2: The reporting person surrendered the reported securities for no consideration and, upon effectiveness of the Issuer's delisting and de-registration, will have no further Section 16 reporting obligations. |
Filing footnotes · ownership attribution and instrument terms
F1: The Class B ordinary shares would have automatically converted into Class A ordinary shares of the Issuer at the time of the issuer's initial business combination, on a one-for-one basis, subject to adjustment for share splits, share capitalizations, reorganizations, recapitalizations and the like, and certain anti-dilution rights and have no expiration date.
F2: The reporting person surrendered the reported securities for no consideration and, upon effectiveness of the Issuer's delisting and de-registration, will have no further Section 16 reporting obligations.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 28, 2017 Filed Mar 2, 2017 20:13 UTC | Primerica, Inc. PRI · Entity 3587 | SaleCommon Stock | 2,000 | $80.05 | $160,100.00 |
DisclosureSEC source: 0001127602-17-009582 · form4.xml · nonDerivative · entry 1 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,602 F1 · shares: Shares sold pursuant to 10b5-1 trading plan. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 21:14 UTC | Primerica, Inc. PRI · Entity 3587 | GrantRestricted Stock Unit · Derivative | 6,215 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-006923 · form4.xml · derivative · entry 1 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,867 Underlying: Common Stock · 6,215 shares Expires not disclosed F1 · derivative.exercise_price: Each RSU is granted under the Issuer's Amended and Restated 2010 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F1 · price: Each RSU is granted under the Issuer's Amended and Restated 2010 Omnibus Incentive Plan and represents a contingent right to receive one share of PRI common stock. F2 · derivative.exercise_date: The RSUs vest annually in three equal installments beginning March 1, 2018. F2 · derivative.expiration_date: The RSUs vest annually in three equal installments beginning March 1, 2018. Read SEC document |
| December 16, 2016 Filed Jan 25, 2019 21:14 UTC | Primerica, Inc. PRI · Entity 3587 | PurchaseCommon Stock | 71.67 | $70.60 | $5,059.90 |
DisclosureSEC source: 0001127602-19-002730 · form4.xml · nonDerivative · entry 11 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,428.54 F1 · kind: The reporting person's purchase of the Company's common stock under a broker initiated dividend reinvestment program as reported herein was matchable under Section 16(b) of the Securities Exchange Act of 1934 with the reporting person's sale of the Company's common stock pursuant to 10b5-1 trading plans. As required by Section 16(b), the reporting person disgorged to the Company the full amount of the profit realized in connection with the short-swing transactions. Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 22:08 UTC | Primerica, Inc. PRI · Entity 3587 | SaleCommon Stock | 2,000 | $71.65 | $143,300.00 |
DisclosureSEC source: 0001127602-16-069007 · form4.xml · nonDerivative · entry 1 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,342 F1 · shares: Shares sold pursuant to 10b5-1 trading plan. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 21:12 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionEmployee Stock Option - 2015 · Derivative | 2,866 | $0.00 Strike: $53.50 | $0.00 |
DisclosureSEC source: 0001127602-16-067190 · form4.xml · derivative · entry 4 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,732 Underlying: Common Stock · 2,866 shares Expires 2025-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Represents a non-qualified stock option granted under the Issuer's Amended and Restated 2010 Omnibus Incentive Plan. The stock option vests in three equal installments on March 1 2016, 2017 and 2018. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 21:12 UTC | Primerica, Inc. PRI · Entity 3587 | Tax withholdingCommon Stock | 2,228 | $68.80 | $153,286.40 |
DisclosureSEC source: 0001127602-16-067190 · form4.xml · nonDerivative · entry 3 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,342 F3 · shares: Represents shares withheld for exercise costs. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 21:12 UTC | Primerica, Inc. PRI · Entity 3587 | Tax withholdingCommon Stock | 244 | $68.80 | $16,787.20 |
DisclosureSEC source: 0001127602-16-067190 · form4.xml · nonDerivative · entry 2 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,570 F2 · shares: Represents shares withheld to cover taxes due upon excerise of options. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 21:12 UTC | Primerica, Inc. PRI · Entity 3587 | Exercise / conversionCommon Stock | 2,866 | $68.80 | $197,180.80 |
DisclosureSEC source: 0001127602-16-067190 · form4.xml · nonDerivative · entry 1 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,814 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents the exercise of non-qualified stock options granted under the Issuer's Amended and Restated 2010 Omnibus Incentive Plan. Read SEC document |
| September 16, 2016 Filed Jan 25, 2019 21:14 UTC | Primerica, Inc. PRI · Entity 3587 | PurchaseCommon Stock | 92.32 | $54.63 | $5,043.02 |
DisclosureSEC source: 0001127602-19-002730 · form4.xml · nonDerivative · entry 10 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,962.87 F1 · kind: The reporting person's purchase of the Company's common stock under a broker initiated dividend reinvestment program as reported herein was matchable under Section 16(b) of the Securities Exchange Act of 1934 with the reporting person's sale of the Company's common stock pursuant to 10b5-1 trading plans. As required by Section 16(b), the reporting person disgorged to the Company the full amount of the profit realized in connection with the short-swing transactions. Read SEC document |
| June 16, 2016 Filed Jan 25, 2019 21:14 UTC | Primerica, Inc. PRI · Entity 3587 | PurchaseCommon Stock | 87.91 | $57.37 | $5,043.70 |
DisclosureSEC source: 0001127602-19-002730 · form4.xml · nonDerivative · entry 9 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,870.55 F1 · kind: The reporting person's purchase of the Company's common stock under a broker initiated dividend reinvestment program as reported herein was matchable under Section 16(b) of the Securities Exchange Act of 1934 with the reporting person's sale of the Company's common stock pursuant to 10b5-1 trading plans. As required by Section 16(b), the reporting person disgorged to the Company the full amount of the profit realized in connection with the short-swing transactions. Read SEC document |
| June 06, 2016 Filed Feb 13, 2017 14:24 UTC | Primerica, Inc. PRI · Entity 3587 | GiftCommon Stock | 1,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005126 · form5.xml · nonDerivative · entry 1 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,602 Read SEC document |
| March 16, 2016 Filed Jan 25, 2019 21:14 UTC | Primerica, Inc. PRI · Entity 3587 | PurchaseCommon Stock | 87.69 | $44.44 | $3,896.93 |
DisclosureSEC source: 0001127602-19-002730 · form4.xml · nonDerivative · entry 8 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,095.64 F1 · kind: The reporting person's purchase of the Company's common stock under a broker initiated dividend reinvestment program as reported herein was matchable under Section 16(b) of the Securities Exchange Act of 1934 with the reporting person's sale of the Company's common stock pursuant to 10b5-1 trading plans. As required by Section 16(b), the reporting person disgorged to the Company the full amount of the profit realized in connection with the short-swing transactions. Read SEC document |
| December 16, 2015 Filed Jan 25, 2019 21:14 UTC | Primerica, Inc. PRI · Entity 3587 | PurchaseCommon Stock | 74.72 | $48.93 | $3,655.98 |
DisclosureSEC source: 0001127602-19-002730 · form4.xml · nonDerivative · entry 7 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,181.95 Read SEC document |
| September 16, 2015 Filed Jan 25, 2019 21:14 UTC | Primerica, Inc. PRI · Entity 3587 | PurchaseCommon Stock | 81.14 | $44.90 | $3,642.88 |
DisclosureSEC source: 0001127602-19-002730 · form4.xml · nonDerivative · entry 6 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,107.23 Read SEC document |
| June 16, 2015 Filed Jan 25, 2019 21:14 UTC | Primerica, Inc. PRI · Entity 3587 | PurchaseCommon Stock | 79.82 | $45.48 | $3,630.34 |
DisclosureSEC source: 0001127602-19-002730 · form4.xml · nonDerivative · entry 5 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,026.09 F1 · kind: The reporting person's purchase of the Company's common stock under a broker initiated dividend reinvestment program as reported herein was matchable under Section 16(b) of the Securities Exchange Act of 1934 with the reporting person's sale of the Company's common stock pursuant to 10b5-1 trading plans. As required by Section 16(b), the reporting person disgorged to the Company the full amount of the profit realized in connection with the short-swing transactions. Read SEC document |
| March 16, 2015 Filed Jan 25, 2019 21:14 UTC | Primerica, Inc. PRI · Entity 3587 | PurchaseCommon Stock | 40.6 | $51.16 | $2,077.15 |
DisclosureSEC source: 0001127602-19-002730 · form4.xml · nonDerivative · entry 4 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,446.27 Read SEC document |
| February 20, 2015 Filed Feb 8, 2019 21:26 UTC | Primerica, Inc. PRI · Entity 3587 | GiftCommon Stock | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004790 · form5.xml · nonDerivative · entry 1 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,544.64 Read SEC document |
| December 16, 2014 Filed Jan 25, 2019 21:14 UTC | Primerica, Inc. PRI · Entity 3587 | PurchaseCommon Stock | 64.99 | $53.86 | $3,500.17 |
DisclosureSEC source: 0001127602-19-002730 · form4.xml · nonDerivative · entry 3 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,055.67 Read SEC document |
| September 16, 2014 Filed Jan 25, 2019 21:14 UTC | Primerica, Inc. PRI · Entity 3587 | PurchaseCommon Stock | 71.14 | $49.08 | $3,491.42 |
DisclosureSEC source: 0001127602-19-002730 · form4.xml · nonDerivative · entry 2 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,990.68 F1 · kind: The reporting person's purchase of the Company's common stock under a broker initiated dividend reinvestment program as reported herein was matchable under Section 16(b) of the Securities Exchange Act of 1934 with the reporting person's sale of the Company's common stock pursuant to 10b5-1 trading plans. As required by Section 16(b), the reporting person disgorged to the Company the full amount of the profit realized in connection with the short-swing transactions. Read SEC document |
| June 16, 2014 Filed Jan 25, 2019 21:14 UTC | Primerica, Inc. PRI · Entity 3587 | PurchaseCommon Stock | 74.54 | $46.72 | $3,482.51 |
DisclosureSEC source: 0001127602-19-002730 · form4.xml · nonDerivative · entry 1 Rand Alison S. · CIK 0001487407 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,419.54 F1 · kind: The reporting person's purchase of the Company's common stock under a broker initiated dividend reinvestment program as reported herein was matchable under Section 16(b) of the Securities Exchange Act of 1934 with the reporting person's sale of the Company's common stock pursuant to 10b5-1 trading plans. As required by Section 16(b), the reporting person disgorged to the Company the full amount of the profit realized in connection with the short-swing transactions. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.